See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,818 | $100,754+200.6% | $86,677+249.4% | $134,475+125.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.89% | 29.04%-41.9pp | 35.91%-48.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,922 | $3,489-16.3% | $2,836+3.0% | $4,740-38.3% |
| Participant deferral / active EE | $7,007 | $5,338+31.3% | $4,656+50.5% | $6,400+9.5% |
| Admin fee / account holder | $234 | $10,926-97.9% | $7,493-96.9% | $11,426-98.0% |